SWA
SOA Wealth Advisors’s Synchrony SYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947 | Hold |
14
| – | – | ﹤0.01% | 758 |
|
|
2025
Q1 | $747 | Hold |
14
| – | – | ﹤0.01% | 762 |
|
|
2024
Q4 | $914 | Hold |
14
| – | – | ﹤0.01% | 736 |
|
|
2024
Q3 | $699 | Hold |
14
| – | – | ﹤0.01% | 732 |
|
|
2024
Q2 | $657 | Sell |
14
-12
| -46% | -$563 | ﹤0.01% | 751 |
|
|
2024
Q1 | $1.12K | Hold |
26
| – | – | ﹤0.01% | 756 |
|
|
2023
Q4 | $984 | Hold |
26
| – | – | ﹤0.01% | 756 |
|
|
2023
Q3 | $784 | Hold |
26
| – | – | ﹤0.01% | 792 |
|
|
2023
Q2 | $867 | Buy |
26
+1
| +4% | +$33 | ﹤0.01% | 793 |
|
|
2023
Q1 | $740 | Hold |
25
| – | – | ﹤0.01% | 818 |
|
|
2022
Q4 | $833 | Hold |
25
| – | – | ﹤0.01% | 812 |
|
|
2022
Q3 | $0 | Sell |
25
-35
| -58% | – | ﹤0.01% | 989 |
|
|
2022
Q2 | $1K | Sell |
60
-273
| -82% | -$4.55K | ﹤0.01% | 786 |
|
|
2022
Q1 | $11K | Hold |
333
| – | – | ﹤0.01% | 577 |
|
|
2021
Q4 | $15K | Hold |
333
| – | – | ﹤0.01% | 503 |
|
|
2021
Q3 | $16K | Buy |
333
+2
| +0.6% | +$96 | ﹤0.01% | 493 |
|
|
2021
Q2 | $16K | Buy |
331
+206
| +165% | +$9.96K | ﹤0.01% | 495 |
|
|
2021
Q1 | $5K | Buy |
125
+54
| +76% | +$2.16K | ﹤0.01% | 633 |
|
|
2020
Q4 | $2K | Buy |
+71
| New | +$2K | ﹤0.01% | 703 |
|